BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$681K 0.05%
6,560
177
$662K 0.04%
3,000
178
$659K 0.04%
29,853
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179
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180
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3,500
181
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2,278
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182
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4,346
183
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9,342
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184
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12,421
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185
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186
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187
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188
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189
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3,399
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190
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191
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192
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193
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194
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35,000
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195
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196
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3,661
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197
$498K 0.03%
4,452
198
$496K 0.03%
1,322
199
$493K 0.03%
4,458
+2,130
200
$492K 0.03%
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